Franklin Municipal Opportunities Trust
PMO- Exchange
- NYSE
- SEC CIK
- 0000900422
No open-market purchases or sales by Franklin Municipal Opportunities Trust insiders were filed in the last 90 days; 89 institutions reported holding it in 13F filings for Q2 2026, worth $94.6M in total; no superinvestor holds it.
Q4 2023 vs. Q3 2023
How the institutions holding Franklin Municipal Opportunities Trust changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 71 | 1 | 84 | +14 |
| Shares | 5.42M | 51.9K | 6.73M | +1.36M (+25.2%) |
| Value | $49.7M | $477.2K | $69.1M | +$19.9M (+40.4%) |
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held Franklin Municipal Opportunities Trust at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Fiera Capital Corp | 605,654 | $6.20M | 0.02% |
| Rothschild Investment LLC | 194,921 | $1.99M | 0.17% |
| Bank of Montreal | 39,041 | $450.5K | 0.00% |
| Lakeview Capital Partners, LLC | 28,498 | $291.5K | 0.05% |
| Putnam Investments LLC | 24,892 | $255.4K | 0.00% |
| Tyche Wealth Partners LLC | 23,685 | $242.3K | 0.06% |
| Burford Brothers, Inc. | 19,900 | $203.6K | 0.14% |
| Huntington National Bank | – | $198.0K | 0.00% |
| Concurrent Investment Advisors, LLC | 14,729 | $150.7K | 0.01% |
| Citadel Advisors LLC | 13,961 | $142.8K | 0.00% |
| Spire Wealth Management | 14,000 | $142.5K | 0.00% |
| Nomura Holdings Inc | 13,250 | $135.5K | 0.00% |
| Simon Quick Advisors, LLC | 13,219 | $135.2K | 0.01% |
| Summit Trail Advisors, LLC | 12,443 | $127.7K | 0.00% |
| Moody National Bank Trust Division | 11,681 | $119.5K | 0.01% |
| HighTower Advisors, LLC | 11,332 | $116.0K | 0.00% |
| Financial Network Wealth Management LLC | 11,250 | $115.0K | 0.05% |
| Elequin Capital LP | 10,464 | $107.0K | 0.03% |
| Umb Bank N A | 2,699 | $27.6K | 0.00% |
| Benjamin F. Edwards & Company, Inc. | 173 | $2.00K | 0.00% |
Sold out (6)
Institutions that held Franklin Municipal Opportunities Trust at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Creative Planning | 14,268 | $131.3K |
| RFG Advisory, LLC | 11,165 | $102.7K |
| Dynamic Advisor Solutions LLC | 11,142 | $102.5K |
| Cetera Investment Advisers | 10,865 | $100.0K |
| Beacon Pointe Advisors, LLC | 10,581 | $97.3K |
| CWM, LLC | 1,530 | $14.0K |
Not filed for Q4 2023 yet (1)
Institutions that held Franklin Municipal Opportunities Trust at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Goodwin Daniel L | 51,866 | $477.2K |